LOS ANGELES–(BUSINESS WIRE)–UBS Wealth Management USA today announced that Sherry Dewane, a financial advisor in the firm’s Los Angeles market, has earned the Athlete and Artist Consultant (“AEC”) designation at UBS.
Sherry is a Certified Financial Planner (CFP®) and has over 25 years of financial services experience. She has worked with artists and athletes since 1997, providing comprehensive financial advice tailored to each client’s unique needs. She has served very wealthy families, corporate management companies, law firms, agencies, and other entertainment-related businesses.
“For many years I have helped high-income people in these industries navigate the complexity of their finances and it is an honor to earn this important designation,” Sherry said. “UBS, through its Athletes and Artists strategic client segment, has built an incredible platform of financial advisors who have deep knowledge of the sports and entertainment industries, enabling us to customize our products and services as needed. of each individual.”
UBS launched its Athletes and Artists strategic client segment in 2019, to provide holistic financial advice and guidance to clients in the sports and entertainment industries. The segment is led by former professional soccer player, Adewale (“Wale”) Ogunleye, who strives to provide the best advice and guidance the company can offer athletes and entertainers through a group select group of financial advisors dedicated to serving their complex and unique. Needs. Sherry is one of 30 advisers at the firm in the United States to have received the AEC designation.
“We are going through an exciting and pivotal time in sports and entertainment, so it’s crucial that seasoned, focused experts like Sherry help athletes and entertainers navigate the complex unknowns and challenges that come with being an athlete. professional,” Wale said. “It’s great that Sherry has received her AEC designation. The value and insight she has provided over the years to professional athletes and entertainers, as well as her understanding of the industry, will be extremely beneficial to our clients. »
UBS advisors with the AEC designation meet specific requirements, including deep experience in advising clients in the sports and entertainment industries, a commitment to serve the athlete or entertainer in a way that meets them “there where it is”, as well as extensive training. program that covers everything from these clients’ atypical income streams to potentially special financial planning circumstances they may have.
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